For 3PL companies managing logistics on behalf of multiple brands, Notification templates can be scoped to a specific Member Account, ensuring that each brand's notification templates are only visible to users with access to that account.
Learn how to manage Member Accounts and Configuration Data Access in this article: Setting up Configuration Data Access
Please note that setting the Configuration data access determines who can change configurations, but does not affect access to the actual data on the account.
Assigning and sharing templates by Member Account
- When a user has access to a single Member Account, it is automatically assigned to any template they create, requiring no extra steps.
- Users with access to multiple Member Accounts will see a dropdown when creating a template, where they must select which account the template belongs to.
Example showing the Config member account with different options:
Once assigned, a template becomes visible to all users who share access to that Member Account, regardless of who originally created it, enabling seamless collaboration within a brand's team.
- Legacy templates created before this feature remain private to their original owner and are unaffected.